Wetzel Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Wetzel Investment Advisors’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,783	Closed	-$270K	–	143
2026 Q1	$270K	Buy	2,783 +160	+6%	+$16K	0.11%	111
2025 Q4	$252K	Sell	2,623 -30	-1%	-$2.85K	0.1%	113
2025 Q3	$248K	Sell	2,653 -2	-0.1%	-$182	0.11%	114
2025 Q2	$237K	Sell	2,655 -2,809	-51%	-$240K	0.11%	109
2025 Q1	$447K	Sell	5,464 -348	-6%	-$28K	0.23%	72
2024 Q4	$439K	Sell	5,812 -28	-0.5%	-$2.22K	0.22%	74
2024 Q3	$488K	Sell	5,840 -29	-0.5%	-$2.33K	0.25%	68
2024 Q2	$469K	Buy	5,869 +13	+0.2%	+$1.03K	0.27%	66
2024 Q1	$446K	Sell	5,856 -63	-1%	-$4.82K	0.26%	66
2023 Q4	$446K	Buy	+5,919	New	+$418K	0.27%	62

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Wetzel Investment Advisors's EFA Position: Q2 2026 in Review

Wetzel Investment Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 2,783 shares — an estimated $270K sold.

Wetzel Investment Advisors first reported a position in EFA in Q4 2023 and held it in 10 quarters. The position peaked at $488K in Q3 2024. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Wetzel Investment Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Wetzel Investment Advisors sold 2,783 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $270K.
Wetzel Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2023 and held it in 10 quarters.
Wetzel Investment Advisors's iShares MSCI EAFE ETF position peaked at $488K in Q3 2024.
2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.